What are QuickBooks Custom Reports?

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What are QuickBooks Custom Reports?

• QuickBooks custom reports are a very important
  part of QuickBooks or we can say that QuickBooks
  reports are a backbone of QuickBooks. QuickBooks
  Desktop permits you to tailor the look and
  content of any company report that you need to
  generate.
• You can customize the data, add or delete
  columns, add or remove details on the header or
  footer and even personalize the font and style of
  the report.
• Available columns and filters differ for each
  report or group of reports because each draws
  details from the company report differently.
  Company report sources and targets are
  particularly significant when filtering company
  files.

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Steps to customize QuickBooks online reports

• First of all, go to QuickBooks Dashboard.
• After that, run a QuickBooks report.
• After that, go to the report window, click
  Customize Report.
• At last, go to the modify report window and then
  go to the tab you need to update and then select
  Ok when you have finished.
• Read article How to create and modify QuickBooks
  Scheduled Reports?
• ? Display Tab
• The Display tab determines the details that will
  be displayed on the company report. There are so
  many elements that you can modify, which vary
  depending on the report you run.

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• Report date range
• You can choose the dates that the report will
  cover.
• Choose the dates drop-down and then select the
  available date range or you can manually choose
  the date by choosing the calendar icon in the
  From and To fields. If you type a To date but
  leave the From date blank, you get data as of the
  To date.
• ? Report basis
• Choose either accrual or cash radio button to
  choose the report basis.
• Accrual basis
• A bookkeeping technique in which you regard
  income or expenses as occurring at the time you
  ship a product, render a service or receive a
  purchase.
• In accrual accounting, the time when you type a
  transaction and the time when you actually pay or
  receive cash may be two separate events.

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• Cash basis
• A cash related report express income only if you
  have received cash, and expenses only if you have
  paid cash.
• If you havent received an amount for the bill,
  an amount related report does not add the income.
• ? Columns
• You can see QuickBooks Report like Balance Sheet
  and QuickBooks Profit and Loss Report only have
  displays columns by drop-down where you can pick
  how you like the columns to appear across the
  top.
• Open Invoices company Report and Unpaid Bills
  type Reports, on the other hand, provide a list
  that you can use for columns.
• If you create custom fields and those fields were
  added to your templates and have details, they
  will also appear in the column list. To select a
  column, click the data. The ones you select have
  a verify mark.
• A sort of drop-down permit you to select how the
  data will be shown. It decide how the report
  sorts within the subtotal. You can also arrange
  this in ascending or descending order.
• Some Company reports also give the choice to Add
  subcolumns.

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• Custom Summary and Custom Transaction Detail
  Reports
• You can regulate the Custom Transaction Detail
  and Custom Summary files to create any firm
  report in QB with the help of various type of
  combinations on the Display and Filters tab in
  the Modify Report window.
• Just remember that this may also be subject to
  accounting and programming limitations as well as
  to your permissions in the data file.
• Both Reports have a default filter Posting
  Status equal to Posting. Estimates, Sales orders,
  Pending Invoices and Purchase Orders dont
  display until you modify this filter.
• The Custom Summary Report has a default filter of
  All Income or QuickBooks Expense Report Only
  these accounts are added until you modify the
  filter.
• In the QuickBooks Custom Report Summary, the rows
  and columns must be substantively different. For
  example, you cant put buyers on the columns and
  vendors on the rows because both are part of the
  Name List.
• For more information, dial our QuickBooks Phone
  Number 1-855-441-4417.